Possible to adjust naming convention for files backed-up to Cloud Storage?
Is there a setting to append (or prepend) parameters other than the date to a document that gets backed up to a Cloud Storage Provider (using the in-built integration)? I'm specifically looking to append the signer's name (or a specific signer's nameOld Zoho Sign integrate into Zoho CRM
Hi Ive got some old Zoho Sign documents in Zoho Sign that I created before we started using the full integration with ZOHO CRM. I want the early oho sign Documents/events to be in the account repository attached to the correct account. Can this be done.E-Mailvorlage: Dokument zurückgerufen
Wir haben nun alle E-Mail-Vorlagen auf unser Firmendesign angepasst, jetzt erreicht uns sterben E-Mail "Dokument zurückgerufen" mit dem Zoho-Standard-Design. Kann diese Vorlage nicht angepasst werden?Generate a Zoho Sign link
From time to time I get a response "I never received your you e-document for electronic signature" is there a way to generate a Zoho Sign link to share.Conditional Fields in Zoho Sign
It would be awesome to have the option to set conditional fields, where signers only see a specific field if they responded in a particular way to a previous. (i.e. Can surface a text field if the signer selects a specific radio button.)Free Webinar: Using Zoho Sign to virtualize employee onboarding and lifecycle management
Hello, Getting physical signatures on offer letters, onboarding forms, policy documents, NDAs, and other employment-related documents can be a cumbersome process. Zoho Sign's integration with our human resource (HR) management apps like Zoho Recruit andZoho Sign Testing
How do I avoid using Zoho Sign credits when I am testing with Zoho Flow?Zoho Sign embedded iframe
Hello, we are looking for any of these options: a) some iframe that we can paste into our website for every signer, for onpage signing document. b) or get direct link for signers from Zoho sign API which we can redirect manually. Is any of these optionsVerify your signer's identity with EU eID methods
Hello, everyone! One of the most common concerns people have before using digital signatures is whether the intended individual is actually the one signing the document. Fortunately, digital signature services offer multiple options for verifying signerDecline to sign
Is there a way for a signer to decline to sign a document? We send out proposals, and unfortunately, clients sometimes go a different way. Since they're not proceeding, they're not going to sign the proposal, which indicates acceptance of our offer. WhatZoho Sign - Radio Button
It would be extremely useful if Zoho Sign had radio buttons as an option. Hopefully a relatively basic request that could be really helpful.Zoho Sign Templates in Zoho CRM
We are glad to announce the release of the templates feature within the Zoho Sign extension of CRM. With templates, put an end to the never ending process of drafting and sending signature requests. Not just that, the new feature also has the abilityZoho Sign & Mail Merge - Template appears blank
I have a template for our contract that pulls data from the CRM, and when I preview it in the Mail Merge section, everything is fine. However, if go through "Send with Zoho Sign" and select it there as a Mail Merge template, it attaches a blank, singleIntegration with SharePoint Online
Is there an integration where we can add a Zoho Sign link to the context menu of a document in the SharePoint document library. Then, we could directly initiate a workflow of sending a document for signature from a document library in SharePoint onlZoho Sign: Product Updates - Mid-2022
Hello, everyone! As we cross the halfway point in 2022, Zoho Sign is about to turn five years old! So, allow us to catch you up on what we have been up to lately. We mentioned in our last update that much of our recent focus has been on broadening ZohoZoho Sign: Do all signers receive a PDF copy of the completed document?
Hi all! Once a Zoho Sign document has been signed by everyone (and thus is complete), do all parties automatically receive the fully-signed document as a PDF attachment by email? Thanks! DSign your documents with qualified electronic signatures (QES)
Hello! Today, we are excited to announce Zoho Sign's integration with Infocert, one of the most trusted digital service providers in the European Union. This integration helps Zoho Sign users execute their documents using qualified electronic signatures.Free webinar : Qualified Electronic Signatures (QES) made easy with Zoho Sign
Hello, Did you know? There are three levels of electronic signature - simple, advanced and qualified electronic signature (QES). A qualified electronic signature is the highest level of compliance according to electronic Identification, Authentication,Send with Zoho Sign cannot be executed from CRM
Dear community! Since July 2nd we can´t use anymore Sign from the CRM. If i press "send with zoho sign" in the modul deals from crm the small window for the process opens a usual. The requiered datas and contacs are presently and i want to send the documentSubmit Zoho Sign Request
Hello, I am working on a creator app that triggers a workflow that gets a file and creates a document in Zoho Sign. Using that result, It adds recipient and fields and submits the request to send the document for signing. The first part works fine, IPHP SDK return inprogress with bulk_request_id = null
Hi, I'm currently having a issue on post https://sign.zoho.com/api/v1/templates/[Template Id]/createdocument response is "bulk_request_id": null this is the payload I'm sending "data" => "{"templates":{"field_data":{"field_text_data":{"surname":"Mendez","firstname":"Arnold","cellnumber":"0123456789545454","id":"2323232"},"field_boolean_data":{"POPIAWebhooks for Zoho Sign
When will webhooks be available for Zoho Sign? Polling the API is not a great solution for real-time integration of systems to determine when a document has been signed. Any insight would be greatly appreciated.Attachments
Hi I would like to understand the attacments feature. We use zoho sign for a project close or installation sign off. Workflow as follow. We use a temple that we created. Receipents - 1. me create template details 2. Tech - confirms and signs off the templateHow to get the URL when I send a template to sign ?
Hello, I want to know how can I get the URL of template who is send at the people. I have the code bellow : $requestData = '{ "templates": { "field_data": { "field_text_data": { "Prénom":"'.$nom.'",Customize ALL Zoho Sign notifications
Zoho Sign allows to use Organization's email address and gives ability to customize SOME email templates, such as Sign a document. However, there are a number of notifications that can't be customized (recall, has been signed, reminder, etc). Similarly,Prefill ZOHO Sign with data from ZOHO CRM - Deals
Is there any ability to map fields from ZOHO CRM (specifically from a DEAL) into ZOHO Sign? The button (Send with ZOHO Sign) is created and functions. However the only field that maps over from the "Deal" is the company name. Simple fields like AddressAutomatically sign a contract
The person creating the contract needs to sign it before the clients does (using Zoho Sign). We need the ability to automatically include creation date and creator's signature.Change Send in Order for Recipients
Once a document has gone out, is there any way to change the sign in order of the recipients? With someone on vacation, it has stopped and is holding up the process. We'd like to have it move on rather than wait a week.Important: Update to the Dropbox integration authentication model
Hello, This is a formal notice to all Zoho Sign customers using the Dropbox integration for automatic cloud backup and to import/export documents. Dropbox has recently updated their authentication model and their new model will support backward compatibilityAsk the Experts: Live Q&A on All the New Updates in Writer 5
Welcome to the Ask the Experts series. This is a new initiative to provide a platform for our users and the product experts to exchange thoughts about the product, and interact with each other better. To kickstart the series, we're hosting a live Q&AGiveaway: Sign documents across borders with free Zoho Sign credits
Hello, Thousands of businesses worldwide trust Zoho Sign to digitally sign their important business documents—in part because we always work hard to offer our users the highest standards of security, privacy, and regional compliance. To help our usersFree webinar: Sign and collect payments instantly with Zoho Sign and Zoho Checkout
Hello, Do you manage to get your business documents signed but find it difficult to collect payments on time? We have you covered! Zoho Sign now integrates with Zoho Checkout to help you get your documents digitally signed and collect payments, all atZoho Sign: Request for FDA’s 21 CFR Part 11 regulatory requirements pertaining to electronic signatures
We have a potential client in the pharmaceutical industry who need to have their digital signature solution to be compliant to FDA’s 21 CFR Part 11 regulatory requirements pertaining to electronic signatures. Zoho Support confirmed that they are workingQualified Electronic Signatures (QES) now made easy with Zoho Sign
Hello! A Qualified Electronic Signature is an advanced electronic signature that has highest level of compliance according to electronic Identification, Authentication, and trust Services(eIDAS). It involves face-to-face identity verification of the signatoryApprover list for signing?
At our company, there is a list of persons who can approve Purchase Orders. The goal is to send a document to be signed to all approvers by email. If any 2 of those persons sign the document then it gets approved. Is there any way this flow can be achievedEarly access: Zoho Sign extension for HubSpot
Hello, Today, we're excited to announce the Zoho Sign extension for HubSpot CRM 🤩 With this integration, the sales force can digitally sign, send, and manage all their documents directly from their HubSpot account. You can save a lot of time and moneyFree webinar: Digitally signing business documents with the Zoho Sign extension for Zoho CRM
Hello, Do you still use pen and paper to sign your business documents and close deals? Are you concerned that this process is time-consuming, expensive, and will limit your company's growth in the future? We have a simple solution for you to fight theseZoho Sign - Integration send a document for signature, with a document from google drive
Hello, I am facing an issue experimenting ZohoSign module on integromat The process i am looking for, is that when we upload a document in our google drive, we want to send them for signature to specific emails Unfortunately, i can't manage to make thisAnnouncing Zoho Sign integration with Zoho Checkout
Hello, We're excited to announce the Zoho Sign integration with Zoho Checkout. With this integration, your users and associates can sign documents and collect payments in the same workflow. How setting up this integration works Key benefits: RemovesAssign a Folder to a Template
Hello, I have a multi-tenant application in which I have setup the Zoho Sign API integration. In order to separate documents in my multi-tenant application, I assign a folder to a tenant. This works great to separate the documents per tenant, but I needNext Page
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Free Webinar: Using Zoho Sign to virtualize employee onboarding and lifecycle management
Hello, Getting physical signatures on offer letters, onboarding forms, policy documents, NDAs, and other employment-related documents can be a cumbersome process. Zoho Sign's integration with our human resource (HR) management apps like Zoho Recruit andVerify your signer's identity with EU eID methods
Hello, everyone! One of the most common concerns people have before using digital signatures is whether the intended individual is actually the one signing the document. Fortunately, digital signature services offer multiple options for verifying signerZoho Sign: Product Updates - Mid-2022
Hello, everyone! As we cross the halfway point in 2022, Zoho Sign is about to turn five years old! So, allow us to catch you up on what we have been up to lately. We mentioned in our last update that much of our recent focus has been on broadening ZohoSign your documents with qualified electronic signatures (QES)
Hello! Today, we are excited to announce Zoho Sign's integration with Infocert, one of the most trusted digital service providers in the European Union. This integration helps Zoho Sign users execute their documents using qualified electronic signatures.Free webinar : Qualified Electronic Signatures (QES) made easy with Zoho Sign
Hello, Did you know? There are three levels of electronic signature - simple, advanced and qualified electronic signature (QES). A qualified electronic signature is the highest level of compliance according to electronic Identification, Authentication,
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Zoho Sign Testing
How do I avoid using Zoho Sign credits when I am testing with Zoho Flow?Old Zoho Sign integrate into Zoho CRM
Hi Ive got some old Zoho Sign documents in Zoho Sign that I created before we started using the full integration with ZOHO CRM. I want the early oho sign Documents/events to be in the account repository attached to the correct account. Can this be done.Zoho Sign: Product Updates - Mid-2022
Hello, everyone! As we cross the halfway point in 2022, Zoho Sign is about to turn five years old! So, allow us to catch you up on what we have been up to lately. We mentioned in our last update that much of our recent focus has been on broadening ZohoZoho Sign & Mail Merge - Template appears blank
I have a template for our contract that pulls data from the CRM, and when I preview it in the Mail Merge section, everything is fine. However, if go through "Send with Zoho Sign" and select it there as a Mail Merge template, it attaches a blank, singleZoho Sign embedded iframe
Hello, we are looking for any of these options: a) some iframe that we can paste into our website for every signer, for onpage signing document. b) or get direct link for signers from Zoho sign API which we can redirect manually. Is any of these options
Sticky Posts
Free Webinar: Using Zoho Sign to virtualize employee onboarding and lifecycle management
Hello, Getting physical signatures on offer letters, onboarding forms, policy documents, NDAs, and other employment-related documents can be a cumbersome process. Zoho Sign's integration with our human resource (HR) management apps like Zoho Recruit andVerify your signer's identity with EU eID methods
Hello, everyone! One of the most common concerns people have before using digital signatures is whether the intended individual is actually the one signing the document. Fortunately, digital signature services offer multiple options for verifying signerZoho Sign: Product Updates - Mid-2022
Hello, everyone! As we cross the halfway point in 2022, Zoho Sign is about to turn five years old! So, allow us to catch you up on what we have been up to lately. We mentioned in our last update that much of our recent focus has been on broadening Zoho
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